AI Chips news and analysis on Web Pulse: 6106 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
Nvidia disclosed in an SEC filing on Friday that it owns nearly 123 million shares in SpaceX, worth nearly $21 billion at the end of June, now valued at $17 billion after a share decline since SpaceX's June IPO. The stak…
OpenAI has signed a 20-year lease for an 8-gigawatt data center in Ohio, with Nvidia guaranteeing up to $105 billion for the residual value of the facilities and becoming the exclusive chip supplier. According to the Wal…
Arm Holdings' market capitalization surpassed $300 billion in May 2026, peaking at $317 billion on May 21 before settling around $298 billion by mid-August, boosting its acquisition potential in the AI chip market. The c…
Indium phosphide (InP) substrate prices have surged as much as 76% in China since the end of 2025, with two-inch wafers rising to 880 yuan ($130.54) in June from 500 yuan, according to Nomura. The price spike, driven by …
Nvidia Corp. will invest $100 billion to build a data centre in Ohio for OpenAI, according to a Financial Times report, marking one of the largest AI infrastructure investments to date. The chipmaker also invested $1.5 b…
Nasdaq and S&P 500 traded near the flatline while Dow Jones declined, as AI optimism lifted semiconductor stocks after Bloomberg reported Anthropic's second-quarter revenue surged 14-fold. Sandisk rose over 5%, Micron an…
NVIDIA has secured exclusive rights to host its AI compute infrastructure at SB Energy's PORTS-Pike Technology Campus in Pike County, Ohio, with OpenAI as the customer for up to 8 IT-GW of capacity. The deal includes a $…
Nvidia will invest $1.5 billion in SB Energy, a SoftBank Group subsidiary building a data center in Ohio for OpenAI, marking a direct capital injection into AI infrastructure. The equity deal gives Nvidia a financial sta…
Groq, an AI chip company, has raised $350 million at a $3.5 billion valuation, a sharp drop from its $6.9 billion valuation less than a year ago. The round was led by Disruptive, with NVIDIA participating, following NVID…
Nvidia is negotiating a direct investment of up to $3 billion in SB Energy, the SoftBank subsidiary developing a 10-gigawatt AI data center campus in Pike County, Ohio, for OpenAI. The investment is split into two tranch…
Nvidia Corp. will provide up to $105 billion in guarantees for OpenAI's Ohio data center project, according to a report. The guarantee, which covers a significant portion of the project's cost, underscores Nvidia's deepe…
NVIDIA announced a partnership with SB Energy to secure 4.25 gigawatts of AI factory capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, with OpenAI as the tenant. The initial deployment could represent app…
Best Buy's 60th Anniversary sale offers up to $1,350 off on the latest 2026 Copilot+ PCs and gaming laptops, with prices starting at $199.99. The discounts include models powered by AMD's Ryzen AI 400-series chips and In…
Micron Technology Inc. (MU) shares crossed the $1,000 level in premarket trading on Monday, marking the first time since July 6, and are up 240% year to date. The rally is driven by strong demand for its high-bandwidth m…
Global Unichip Corp (GUC), the TSMC-affiliated ASIC design house, posted July 2026 net sales of NT$5.769 billion, a 158.4% year-over-year increase and a new monthly record, driving shares up 9% to NT$5,990 on August 17. …
Micron launched a $250 million fund to invest in AI startups that buy its memory chips, aiming to gain early insight into future demand for DRAM, HBM, and NAND. The move follows Micron Ventures' earlier $200 million Fund…
SiTime Corporation, a maker of precision timing solutions, is positioned as a potential AI stock due to its role in providing timing components essential for AI data centers and networking equipment, according to a Yahoo…
HIVE Digital Technologies' subsidiary BUZZ High Performance Computing signed a five-year, $350M GPU cloud contract with an unnamed investment-grade enterprise customer for 2,016 NVIDIA Blackwell Ultra GPUs, adding $70M i…
Shares of ChangXin Memory Technologies (CXMT), China's leading DRAM maker, jumped 12 per cent on Monday to close at a record 61.80 yuan (US$9.16), lifting its market capitalisation to 4.13 trillion yuan and extending its…
Nvidia has pre-booked TSMC's 1.6-nanometer A16 process capacity for its second-half 2028 Feynman GPUs, locking up advanced packaging and silicon photonics to deny rivals the manufacturing capacity needed for next-generat…